Wealth Management Associate - Retirement Benefits Group-mi, Troy (3994)

Equitable Holdings

Troy, Michigan, US
Not specified; not specified; not specified
**
Retirement benefits planning
Wealth management services
Client relationship management
** Equitable Holdings is seeking a Wealth Management Associate for their Retirement Benefits Group in Troy, Michigan. The ideal candidate will support financial advisors in managing client portfolios and delivering retirement planning solutions. **

Job Summary

  • This role focuses on providing wealth management solutions within the Retirement Benefits Group.
  • The position involves managing client relationships and advising on retirement benefit strategies.
  • Candidates will work with a team to deliver comprehensive financial services to clients in Troy, MI.

Matching Summary

Match Score: 75

** Equitable Holdings is seeking a Wealth Management Associate for their Retirement Benefits Group in Troy, Michigan. The ideal candidate will support financial advisors in managing client portfolios and delivering retirement planning solutions. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • retirement benefits planning
  • wealth management services
  • client relationship management

Nice-to-have

  • strong communication skills
  • financial analysis expertise
  • team collaboration

Key Requirements

  • Bachelor's degree preferred
  • Experience in wealth management or financial services
  • Valid work authorization in the United States

Work Rights

Not specified

Tailored Resume

Cover Letter